We are live on ! Find out more
PHK

PIMCO High Income Fund
PHK

130 hedge funds and large institutions have $99.9M invested in PIMCO High Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

2% more funds holding

Funds holding: 127 → 130 (+3)

0.14% more ownership

Funds ownership: 12.43% → 12.57% (+0.14%)

4% less capital invested

Capital invested by funds: $104M → $99.9M (-$3.73M)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
36
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.56M
2
SFS
Shaker Financial Services
Virginia
+$1.15M
3
BCI
Brinker Capital Investments
Pennsylvania
+$794K
4
LCA
Legend Capital Advisors
New York
+$550K
5
WWM
Western Wealth Management
Colorado
+$523K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.81M
2
GC
Guggenheim Capital
Illinois
-$1.15M
3
NP
Nilsine Partners
Colorado
-$832K
4
RCM
Rivernorth Capital Management
Florida
-$686K
5
KAS
Kestra Advisory Services
Texas
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$192K +$7.55K +1,561 +4%
IFG
52
Independent Financial Group
California
$173K -$14.5K -3,000 -7%
PFPG
53
Pinnacle Financial Partners (Georgia)
Georgia
$164K – – –
RWM
54
Ritholtz Wealth Management
New York
$160K +$167K +34,500 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$158K +$165K +34,162 New
BlackRock
56
BlackRock
New York
$156K – – –
AF
57
Allworth Financial
California
$156K – – –
Nomura Holdings
58
Nomura Holdings
Japan
$140K +$147K +30,300 New
IWM
59
Iams Wealth Management
Nebraska
$139K – – –
AWM
60
AE Wealth Management
Kansas
$139K +$145K +29,970 New
IAA
61
Independent Advisor Alliance
North Carolina
$131K +$137K +28,368 New
IPWA
62
International Private Wealth Advisors
California
$131K +$3.72K +770 +3%
HighTower Advisors
63
HighTower Advisors
Illinois
$118K +$52K +10,752 +73%
AWA
64
Arkadios Wealth Advisors
Georgia
$117K +$122K +25,259 New
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$116K – – –
HF
66
HRT Financial
New York
$115K +$121K +24,965 New
MC
67
Moors & Cabot
Massachusetts
$113K – – –
CWM
68
Centric Wealth Management
Illinois
$112K -$20.1K -4,159 -15%
BCM
69
Brookstone Capital Management
Illinois
$111K +$2.11K +437 +2%
VFG
70
Valley Financial Group
Pennsylvania
$109K +$32.5K +6,729 +40%
AI
71
Atria Investments
North Carolina
$106K +$8.29K +1,715 +8%
TWP
72
Tempus Wealth Planning
California
$105K – – –
1WA
73
180 Wealth Advisors
Washington
$99.8K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$99.6K +$104K +21,507 New
SWP
75
Stratos Wealth Partners
Ohio
$98.4K – – –
1 2
3
4 5

PHK Hedge Fund Activity: Q1 2026 in Review

130 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q1 2026, worth a combined $99.9M — down 3.6% from $104M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PHK positions and 16 closed out — a net gain of 4 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.56M. The largest seller was Osaic Holdings, cutting an estimated $1.81M.

  • 130 institutional investors held PIMCO High Income Fund (PHK) as of Q1 2026, up from 127 in Q4 2025.
  • Funds reported $99.9M of PIMCO High Income Fund stock for Q1 2026, down 3.6% quarter-over-quarter.
  • 20 funds opened new PIMCO High Income Fund positions in Q1 2026 and 16 closed out, a net change of +4 holders.
  • The largest PIMCO High Income Fund buyer in Q1 2026 was LPL Financial, an estimated $2.56M added.
  • The largest PIMCO High Income Fund seller in Q1 2026 was Osaic Holdings, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2026.